Sovereign AI: Nation-States Are Now Playing at the Table$英伟达(NVDA.US)Nvidia raising the dividend again is $NTES Double Beat? Not enough for Mr. Market EPS: $GOOGL | 𝐀𝐥𝐩𝐡𝐚𝐛𝐞𝐭: Goldman Sachs reiterates 𝐁𝐮𝐲, m$WMT Sales Beat + Guidance Affirmed Adj EPS: $0.66$NIO Huge EPS Beat 🔥 EPS: $0.00 vs $(0.24) est REV📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $RGTI Rigetti Signs LOI for Up to $𝟏𝟎𝟎𝐌$DE Down on a Double Beat 🩸 EPS: $6.55 vs $5.73 es$APLD | 𝐀𝐩𝐥𝐢𝐞𝐝 𝐃𝐢𝐠𝐢𝐭𝐚𝐥: Needham maintains 𝐁𝐮𝐲, rai📢 𝐉𝐔𝐒𝐓 𝐈𝐍: IBM, U.S. Commerce Dept. Launch $𝟐𝐁 QuaAfter Amazon's earnings report, $AMZN's stock pric$VRT | 𝐕𝐞𝐫𝐭𝐢𝐯: Mizuho maintains 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦, raises$RARE | 𝐔𝐥𝐭𝐫𝐚𝐠𝐞𝐧𝐲𝐱: Cantor Fitzgerald maintains 𝐎𝐯$GEHC | 𝐆𝐄 𝐇𝐞𝐚𝐥𝐭𝐡𝐂𝐚𝐫𝐞: UBS 𝐮𝐩𝐠𝐫𝐚𝐝𝐞𝐬 𝐭𝐨 𝐍𝐞𝐮𝐭𝐫𝐚𝐥, cu$WMT | Walmart Inc., Q1-2027 Earning Report$OXY | 𝐎𝐜𝐜𝐢𝐝𝐞𝐧𝐭𝐚𝐥 𝐏𝐞𝐭𝐫𝐨𝐥𝐞𝐮𝐦: Goldman Sachs 𝐮𝐩𝐠𝐫𝐚𝐝𝐞📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $XNDU Xanadu Announces Quantum Computin📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $GFS GlobalFoundries Launches 𝐐𝐮𝐚𝐧𝐭𝐮𝐦 𝐓$NVIDIA(NVDA.US)Well Nvidia has released their res📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $INFQ Infleqtion Signs LOI for $𝟏𝟎𝟎𝐌 CH$VST | 𝐕𝐢𝐬𝐭𝐫𝐚: Jefferies maintains 𝐁𝐮𝐲, cuts 𝐏𝐓 𝐭𝐨$ARM | 𝐀𝐫𝐦: Jefferies reiterates 𝐁𝐮𝐲, maintains 𝐏𝐓MU bouncing back today leh, was sweating when it dIRAN'S SUPREME LEADER HAS ORDERED THAT NEAR-WEAPON$META | 𝐌𝐞𝐭𝐚: Wolfe Research reiterates 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦$DELL | 𝐃𝐞𝐥𝐥: Morgan Stanley maintains 𝐔𝐧𝐝𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭U.S. TWO-YEAR TREASURY YIELDS UP 6.6 BPS AT 4.106%📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Eli Lilly’s Retatrutide Shows Up to 𝟑𝟎.📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Iran's Supreme leader ordered that near⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: U.S. to grant $2B to 9 quantum computing$AAP | Advance Auto Parts Inc., Q1-2026 Earning Re$NVDA | 𝐍𝐕𝐈𝐃𝐈𝐀: Baird maintains 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦, raises$TSLA | Evercore on Tesla: 'We see Q2 ~400k delive$DE | Deere & Company, Q2-2026 Earning ReportAnalog Device QApr26 - Revenue up 15% q/q and 37% NVIDIA QApr26 - New DC segmentation gives a pictur$NVIDIA(NVDA.US)The data presented in this infogra[Week 5 - My Portfolio Health Check]#My Portfolio Jensen Huang was still needed by Trump for his Chi$TSLA Tesla's volatility has already dropped back $Sandisk(SNDK.US)Sandisk is my pick for trade showbear【Week 5】Not much changes - monitoring macroeconomi$AMD announces USD 10b+ for #AdvancedPackaging capSTI has broken through the 5030-5040 psychologicalReceived my$DBS(D05.SG) dividend today. Not a huge👋 Hi, I'm WikiFin — your encyclopedia for finance,Data Center Revenue: $INTC $AMD $NVDA 来源: Chips & After AJJ 1Q2026: Platform Transformation Enters the Execution Verification StageWell done to Singapore for being quick on the AI s